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Avantis US Equity ETF
AVUS

Overview Fund Activity

339 hedge funds and large institutions have $4.46B invested in Avantis US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 148 increasing their positions, 75 reducing their positions, and 11 closing their positions.

Holders
339
Holders Change
+66
Holders Change %
+24.18%
% of All Funds
4.97%
Holding in Top 10
81
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+30.65%
% of All Funds
1.19%
New
81
Increased
148
Reduced
75
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$126M
2
Morgan Stanley
2
Morgan Stanley
New York
$155M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$74.1M
4
JIC
4
JRM Investment Counsel
Nebraska
$34.2M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$114M

Top Sellers

1
IDA
1
Intelligence Driven Advisers
California
$2.54M
2
Creative Planning
2
Creative Planning
Kansas
$119M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.24M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$143M
5
RCG
5
Regatta Capital Group
California
$8.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
251
GPS Wealth Strategies Group
Colorado
$548K +$548K +6,716 New
CRC
252
Curi RMB Capital
Illinois
$525K -$210K -2,577 -29%
DPI
253
Diversified Portfolios Inc
Michigan
$473K -$34.3K -421 -7%
PFG
254
Prosperity Financial Group
California
$465K +$465K +5,701 New
DWM
255
Dogwood Wealth Management
Kansas
$464K +$464K +5,693 New
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
$461K +$461K +5,647 New
AWM
257
Axxcess Wealth Management
California
$454K +$454K +5,567 New
OPS
258
Orion Portfolio Solutions
Nebraska
$450K -$333K -4,104 -43%
BCI
259
Brinker Capital Investments
Pennsylvania
$450K -$333K -4,104 -43%
Janney Montgomery Scott
260
Janney Montgomery Scott
Pennsylvania
$447K -$733 -9 -0.2%
AWS
261
Atria Wealth Solutions
New York
$443K -$27.6K -338 -6%
RJT
262
Raymond James Trust
Florida
$434K – – –
OA
263
Oceanside Advisors
South Carolina
$431K +$431K +5,284 New
PTC
264
Private Trust Company
Ohio
$428K – – –
FAG
265
Fortitude Advisory Group
Washington
$415K – – –
AFA
266
Alpha Financial Advisors
North Carolina
$413K – – –
DAS
267
Dynamic Advisor Solutions
Arizona
$412K -$117K -1,464 -22%
RA
268
RFG Advisory
Alabama
$397K -$1.55K -19 -0.4%
JTWM
269
Jackson Thornton Wealth Management
Alabama
$396K – – –
IFS
270
Intelligent Financial Strategies
Minnesota
$395K -$289K -3,541 -42%
SWP
271
Stratos Wealth Partners
Ohio
$377K +$16K +196 +4%
PFA
272
Pure Financial Advisors
California
$377K – – –
BDL
273
Bey-Douglas LLC
Georgia
$370K +$370K +4,534 New
THL
274
Tillman Hartley LLC
Colorado
$362K – – –
EMAM
275
Encompass More Asset Management
California
$356K +$356K +4,366 New
9 10
11
12 13